Overview
Assets Under Management: $640 million
Headquarters: NEW PROVIDENCE, NJ
High-Net-Worth Clients: 176
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 176
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,698
Discretionary Accounts: 861
Non-Discretionary Accounts: 837
Regulatory Filings
CRD Number: 110890
Filing ID: 2013251
Last Filing Date: 2025-08-29 12:31:00
Website: https://tilsonfinancial.com